Wealth Advisor

Location: Fort Worth, Texas, United States

Company

hirify.global is a financial services corporation providing banking and wealth advisory services.

What you will do

• Analyze clients’ investment objectives and risk tolerances.
• Provide individualized investment advice and act in clients’ best interests.
• Develop and maintain an increasing client base through market knowledge, investment strategies, and sales skills.
• Maintain current knowledge of products, market activity, and market news.
• Complete departmental activities and documentation in compliance with securities laws, regulations, policies, and written procedures.

Requirements

• High school diploma or GED.
• At least one year of experience as a financial advisor.
• Series 7 and Series 63 licenses.
• Proficiency with Microsoft Office programs, including Excel and Word.
• Strong oral and written communication skills, professional conduct, and the ability to handle a high-stress environment.
• Ability to protect client privacy and maintain confidentiality of sensitive data.

Culture & Benefits

• Full-time employment.
• Customer-focused work environment centered on client service.
• Compliance training related to the securities industry.
• Equal employment opportunity across legally protected classifications.